Atria Investments, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is DNL and the CUSIP is 97717W844. A total of 19 filers reported holding WISDOMTREE TR in Q3 2014. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Atria Investments, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$1,020,027
-0.0%
30,494
+7.1%
0.02%0.0%
Q2 2023$1,020,148
+63.7%
28,480
+92.6%
0.02%
-73.5%
Q4 2015$623,000
+6.7%
14,790
+10.3%
0.07%
-16.0%
Q3 2015$584,000
+6.4%
13,405
+24.3%
0.08%
+26.6%
Q2 2015$549,000
+15.8%
10,783
+15.9%
0.06%
+18.5%
Q1 2015$474,000
+5.3%
9,307
+2.7%
0.05%
+12.5%
Q4 2014$450,000
+90.7%
9,063
+94.2%
0.05%
+100.0%
Q3 2014$236,0004,6660.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2014
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 230,806$11,695,0003.56%
PATTON ALBERTSON MILLER GROUP, LLC 22,173$1,139,0000.59%
Brinker Capital Investments, LLC 104,087$5,275,0000.20%
M Holdings Securities, Inc. 2,628$133,0000.07%
Atria Investments, Inc 4,666$236,0000.02%
NEXT Financial Group, Inc 1,246$63,0000.01%
JANE STREET GROUP, LLC 9,915$502,0000.01%
LPL Financial LLC 10,619$532,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 1,660$84,0000.00%
OPTIMUM INVESTMENT ADVISORS 148$7,0000.00%
View complete list of WISDOMTREE TR shareholders